Storage locations live under Settings → Storage. You create them once, then assign items to them at purchase, during bulk import, or from the Holdings page later.
This article walks through the form field by field.
If you haven't yet read What a storage location is, that covers the concept and when each type matters. This one is the doing-it part.
Opening the form
In the left nav, open Settings, then click the Storage tab (between Portfolios and Subscription). Hit + Add Location in the top-right of the Storage Locations card. A modal opens.
The form has four fields plus an optional Notes box. Type appears first because it changes what the form asks for next.
Type
A dropdown of five options: Self Storage, Depository, IRA Account, Safe Deposit Box, Other. Pick the one that matches where the items actually live.
Type is the one field with real downstream consequences. IRA Account is the type that changes Tax Report math — items in an IRA Account are excluded from your taxable totals and surfaced separately in IRA Activity. The other four are organizational.
If you're unsure which fits, [The five storage location types] has a longer treatment.
Name
A short label you'll recognize in the rest of the app — "Delaware Account," "KITCO IRA," "Home Safe." This is what shows on the Holdings page Location column, in the Move modal, and on the Dashboard widgets. Keep it short enough to read at a glance in a chip.
If you have more than one of the same type — two depositories, multiple IRAs — make the names disambiguate. "IRA" is a worse name than "Kingdom Trust SEP."
Institution
The second field varies by type, and so does its label:
Depository: Asks for the depository (Delaware Depository, IDS).
IRA Account: Asks for the custodian (Kingdom Trust, Equity Trust).
Safe Deposit Box: Asks for the bank (Bank of America).
Self Storage and Other: Free text — fill in whatever's meaningful, or leave blank if there's no institution to name.
In every case where there's an institution list, the field has autocomplete suggestions for common names, but you can type in anything that isn't on the list. The value is display-only — it doesn't have to match a registry to work.
Reference (optional)
A generic identifier — an account number, a vault number, a box number, an internal tracking code. Whatever you'd reach for when reconciling against the custodian's records.
The reference shows on the Storage tab next to the location name and on the Custody Statement export, so it's worth filling in if it'd be useful during an audit or an estate conversation.
Notes (optional)
Free text for anything that doesn't fit the other fields. Common uses: contact details for the custodian, the date the account was opened, the metals approved for that account, the beneficiary it sits behind.
After you save
The location appears immediately in the Storage Locations list with its type chip, institution, reference (if you set one), and a 0 items count. From there:
Add Purchase form: It's available as an option in the Storage Location dropdown when recording a buy.
Holdings page: It's a target in the Move to Location modal, so you can assign existing items to it.
Bulk Import: A CSV key is generated for the location automatically, so you can assign items to it in a CSV the same way you'd reference a custom product. The key is shown alongside the location on the Storage tab.
You can edit any field later from the Storage tab — pencil icon next to the location. Edits don't change which items are currently assigned. Deletion is also available: deleting a location automatically marks any items still in it as Unassigned (the items themselves stay in your inventory).
A typical first setup
For most users, three or four locations cover everything:
One IRA Account per custodian
One Depository per facility
One Safe Deposit Box per bank
Optionally one Self Storage entry for anything held personally
Set these up first, then start assigning. The Dashboard's Custody Breakdown widget stays hidden until at least one item has a location, so the visible impact won't show up the moment you create the locations — it shows up the moment you assign your first item.
Where to go next
[Assigning a location when recording a purchase]: The dropdown on the Add Purchase form.
[Moving items between locations]: Reassigning items from the Holdings page.
[The five storage location types]: Longer treatment of each type and when to use it.
[Preparing your CSV (Bulk Import)]: How the CSV key fits into bulk-import workflows.
[Deleting a storage location]: What happens to items in a location when you delete it.